HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing HAP Share Count | ||||
| Van ECK Associates Corp | 17 | 108 | +91 | +535.29% |
| Morton Capital Management LLC CA | 142,414 | 181,862 | +39,448 | +27.70% |
| IAG Wealth Partners LLC | 254,525 | 285,556 | +31,031 | +12.19% |
| Cultivar Capital Inc. | 131,149 | 135,255 | +4,106 | +3.13% |
| 13F Filers Reporting New Positions In HAP | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Raymond James & Associates | 0 | 4,601 | +4,601 | +100% |
| Horizon Advisory Services Inc. | 0 | 4,826 | +4,826 | +100% |
| Opal Wealth Advisors LLC | 0 | 50 | +50 | +100% |
| Focus Financial Network Inc. | 0 | 11,056 | +11,056 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| NBC Securities Inc. | 183 | 183 | UNCH | 0.00% |
| Adviser Investments LLC | 12,403 | 12,403 | UNCH | 0.00% |
| Allworth Financial LP | 8,027 | 8,027 | UNCH | 0.00% |
| Independence Bank of Kentucky | 85 | 85 | UNCH | 0.00% |
| Sachetta LLC | 1,085 | 1,085 | UNCH | 0.00% |
| 13F Filers Decreasing HAP Share Count | ||||
| Financial Advisory Service Inc. | 25,817 | 2,985 | -22,832 | -88.44% |
| Spire Wealth Management | 2,754 | 1,769 | -985 | -35.77% |
| Macroview Investment Management LLC | 17,603 | 16,203 | -1,400 | -7.95% |
| Commonwealth Equity Services LLC | 6,584 | 6,274 | -310 | -4.71% |
| David R. Rahn & Associates Inc. | 10,232 | 10,041 | -191 | -1.87% |
| Raymond James Financial Services Advisors Inc. | 11,279 | 11,145 | -134 | -1.19% |
| Pure Financial Advisors Inc. | 7,853 | 7,806 | -47 | -0.60% |
| 13F Filers Exiting HAP | ||||
| International Assets Investment Management LLC | 8,298 | 0 | -8,298 | -100.00% |
See Summary: Institutional Holders of HAP
See Details: Top 10 Hedge Funds Holding HAP
